How do I attach a file to contact?
Go to contact timeline and click the + Event button. Attach a file, enter description and click Save. If the event has a file attached to it, an icon will be displayed on the timeline and agenda views.
How do I assign multiple contacts to groups?
To mass assign contacts to groups, follow these steps: Select contacts from the list using checkboxes Click the Groups button Select the target groups Click the Assign button Note: if you don’t select any contacts from the list in Step 1, then all of them will be assigned to selected groups.
DetailsHow do I assign email to a contact?
Annelite automatically assigns email to a contact based on the “From:” address. Often people will reply from a different email address, the one which isn’t in your database. In this case, email will appear as Unassigned with a question mark icon instead of avatar. Click Assign this email to existing contact, search, then select the…
DetailsHow do I add internal comments to messages or activities?
Like with any other object in Annelite, you can start an internal conversation about any activity by clicking Add Comment, a text link which appears at the bottom of each message and activity. This way the information remains where it belongs, associated with the object of a discussion. This pretty much eliminates the need for…
DetailsHow do I add a Remove or Unsubscribe link to an email, and how does it work?
To add an unsubscribe link to your email marketing template, use the Merge Tag [REMOVE]. It will be replaced with the actual link. When a recipient clicks on the link they will need to confirm their unsubscribe request. Both autoresponder campaigns and newsletters in Annelite are sent to a group of contacts. When a recipient…
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